Position in USB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$326,099
+$22,933 QoQ
Shares Held
5,399
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,444
of 2,052 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Madison Wealth Partners, Inc holds $784,580 across 3 Banks - Regional names. USB ranks #1 (41.6% of the industry book) .
All Filings in USB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,099 | 5,399 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $303,166 | 5,829 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $275,871 | 5,170 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $246,434 | 5,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $230,322 | 5,090 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $236,009 | 5,590 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $266,747 | 5,577 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $253,710 | 5,548 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $210,402 | 4,707 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $203,502 | 4,702 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||